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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $95,899 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC Service code 28 · EIN 81-3968784 | Investment Management | $30,525 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,043 | $94,836+22.4% | $75,728+53.2% | $86,828+33.6% |
| Participation rate | 94.2% | 79.1%+15.1pp | 74.8%+19.4pp | 72.3%+21.9pp |
| Annual return | 11.93% | 16.90%-5.0pp | 104.66%-92.7pp | 97.95%-86.0pp |
| Employer contribution / active EE | $526 | $2,908-81.9% | $2,743-80.8% | $2,406-78.1% |
| Participant deferral / active EE | $2,160 | $3,632-40.5% | $3,820-43.5% | $4,132-47.7% |
| Admin fee / account holder | $68 | $108-37.5% | $3,620-98.1% | $170-60.1% |